MUTUALdecision Academic Models

Return Gap

About the Return Gap Model


Created by Marcin T. Kacperczyk, (University of British Columbia), Clemens Sialm (University of Texas at Austin), and Lu Zheng (University of California, Irvine). Presented in their research "Unobserved Actions of Mutual Funds", accepted for publication by the Review of Financial Studies, a leading academic journal.

The Return Gap model is a unique tool which predicts future fund performance and identifies the best mutual funds. The Return Gap measures the impact of a fund manager's decisions by comparing actual returns to the returns that would have been earned through a buy and hold strategy. The top mutual funds in this study beat the market by 1.2% annually over 20 years.



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